Crestwood Advisors Group’s Automatic Data Processing ADP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Buy
4,931
+277
+6% +$85.4K 0.03% 236
2025
Q1
$1.42M Buy
4,654
+140
+3% +$42.8K 0.03% 236
2024
Q4
$1.32M Buy
4,514
+344
+8% +$101K 0.02% 222
2024
Q3
$1.15M Buy
4,170
+770
+23% +$213K 0.02% 221
2024
Q2
$811K Buy
3,400
+31
+0.9% +$7.4K 0.02% 237
2024
Q1
$841K Buy
3,369
+509
+18% +$127K 0.02% 230
2023
Q4
$666K Buy
2,860
+7
+0.2% +$1.63K 0.02% 241
2023
Q3
$686K Buy
2,853
+1,563
+121% +$376K 0.02% 226
2023
Q2
$284K Sell
1,290
-59
-4% -$13K 0.01% 216
2023
Q1
$300K Sell
1,349
-147
-10% -$32.7K 0.01% 224
2022
Q4
$357K Sell
1,496
-660
-31% -$158K 0.01% 215
2022
Q3
$488K Buy
2,156
+276
+15% +$62.5K 0.02% 194
2022
Q2
$395K Buy
1,880
+305
+19% +$64.1K 0.01% 202
2022
Q1
$358K Buy
1,575
+57
+4% +$13K 0.01% 229
2021
Q4
$374K Sell
1,518
-86
-5% -$21.2K 0.01% 227
2021
Q3
$321K Hold
1,604
0.01% 224
2021
Q2
$319K Sell
1,604
-100
-6% -$19.9K 0.01% 223
2021
Q1
$321K Buy
1,704
+88
+5% +$16.6K 0.01% 213
2020
Q4
$285K Buy
+1,616
New +$285K 0.01% 219
2020
Q3
Sell
-1,469
Closed -$219K 240
2020
Q2
$219K Buy
+1,469
New +$219K 0.01% 217
2020
Q1
Sell
-1,375
Closed -$234K 225
2019
Q4
$234K Sell
1,375
-158
-10% -$26.9K 0.01% 234
2019
Q3
$247K Sell
1,533
-55
-3% -$8.86K 0.01% 219
2019
Q2
$263K Buy
+1,588
New +$263K 0.01% 206
2018
Q4
Sell
-4,384
Closed -$660K 164
2018
Q3
$660K Hold
4,384
0.05% 91
2018
Q2
$612K Hold
4,384
0.04% 95
2018
Q1
$497K Hold
4,384
0.04% 103
2017
Q4
$514K Buy
4,384
+63
+1% +$7.39K 0.04% 109
2017
Q3
$472K Hold
4,321
0.04% 104
2017
Q2
$507K Hold
4,321
0.04% 97
2017
Q1
$449K Sell
4,321
-100
-2% -$10.4K 0.04% 100
2016
Q4
$454K Hold
4,421
0.04% 106
2016
Q3
$390K Hold
4,421
0.05% 88
2016
Q2
$406K Sell
4,421
-50
-1% -$4.59K 0.05% 89
2016
Q1
$401K Sell
4,471
-60
-1% -$5.38K 0.05% 96
2015
Q4
$384K Hold
4,531
0.05% 106
2015
Q3
$364K Sell
4,531
-248
-5% -$19.9K 0.05% 101
2015
Q2
$383K Buy
4,779
+40
+0.8% +$3.21K 0.05% 103
2015
Q1
$406K Sell
4,739
-115
-2% -$9.85K 0.06% 92
2014
Q4
$405K Sell
4,854
-675
-12% -$56.3K 0.06% 86
2014
Q3
$403K Sell
5,529
-114
-2% -$8.31K 0.06% 82
2014
Q2
$393K Buy
5,643
+4
+0.1% +$279 0.06% 84
2014
Q1
$383K Buy
+5,639
New +$383K 0.06% 85